Client Resource Center

Tax Resources & Client Checklists

Practical guides to help clients organize documents, understand common requirements and prepare efficiently.

Resources

Documents commonly needed for federal and California individual tax preparation.

Business income, expenses, payroll, assets, loans and ownership records.

Form 1120-S, payroll, shareholder, basis and balance-sheet records.

General Form W-7 and qualifying documentation guidance.

Prepare identification, returns, tax documents and questions before your meeting.

What to gather when you receive an IRS, FTB, CDTFA or EDD notice.

Federal, California and local setup considerations for new businesses.

U.S. market-entry information for international entrepreneurs and foreign businesses.

General tax and business record-retention considerations.

Answers to common tax, ITIN, business-registration and international-client questions.